TOO MANY, TOO SMALL

FUN

CRY announced it might lose one of its customers, and got killed by 24%. Others were down by about 10% in sympathy. I thought the market over-reacted for a piece of company-specific news. Therefore, I nibbled a bit of FUN ($5.45) for an-over-reacting trade. I believe this is a $7.5 stock if it could maintain the growth in the next few quarters, but I will be happen if it achieves $6.5 in the next 12 moths.

This appears happening to me rather frequently, where the number of my positions appear to be far too many, and I have added some rather small, somewhat speculative positions (FUN, SXC, ISC, MTK), positions which are not solid performers, either. I don’t think I have done so consciously, nonetheless, I would like to trim them a bit.